Global Retirement Partners’s Invesco Variable Rate Preferred ETF VRP Stock Holding History

Global Retirement Partners’s Portfolio VRP Stock Details VRP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.2M	Buy	50,737 +19,383	+62%	+$468K	0.02%	665
2026 Q2	$762K	Buy	+31,354	New	+$762K	0.01%	846
2025 Q4	$1.39M	Buy	57,060 +5,800	+11%	+$142K	0.02%	549
2025 Q3	$1.27M	Buy	51,260 +6,978	+16%	+$172K	0.03%	479
2025 Q2	$1.08M	Buy	+44,282	New	+$1.07M	0.03%	492
2024 Q4	$967K	Buy	39,985 +1,612	+4%	+$39.4K	0.03%	460
2024 Q3	$939K	Sell	38,373 -11,479	-23%	-$277K	0.03%	457
2024 Q2	$1.19M	Sell	49,852 -6,289	-11%	-$149K	0.04%	388
2024 Q1	$1.33M	Buy	56,141 +16,675	+42%	+$392K	0.05%	312
2023 Q4	$917K	Buy	39,466 +38,437	+3,735%	+$860K	0.04%	357
2023 Q3	$22.7K	Buy	1,029 +310	+43%	+$6.98K	﹤0.01%	1594
2023 Q2	$16K	Buy	719 +8	+1%	+$177	﹤0.01%	1765
2023 Q1	$15.5K	Buy	711 +14	+2%	+$320	﹤0.01%	1750
2022 Q4	$15.6K	Buy	697 +6	+0.9%	+$133	﹤0.01%	1587
2022 Q3	$15K	Buy	691 +212	+44%	+$4.85K	﹤0.01%	1525
2022 Q2	$11K	Buy	479 +400	+506%	+$9.3K	﹤0.01%	1604
2022 Q1	$2K	Buy	+79	New	+$1.97K	﹤0.01%	2261
2021 Q4	–	Sell	-615	Closed	-$16K	–	1766
2021 Q3	$16K	Buy	+615	New	+$16.2K	﹤0.01%	1284
2019 Q3	–	Sell	-87	Closed	-$2K	–	1694
2019 Q2	$2K	Sell	87 -536	-86%	-$13.3K	﹤0.01%	1460
2019 Q1	$15K	Hold	623	–	–	﹤0.01%	931
2018 Q4	$14K	Sell	623 -3,427	-85%	-$82K	﹤0.01%	871
2018 Q3	$101K	Sell	4,050 -2,093	-34%	-$52.4K	0.02%	395
2018 Q2	$153K	Sell	6,143 -1,384	-18%	-$34.6K	0.04%	322
2018 Q1	$189K	Sell	7,527 -2,507	-25%	-$63.6K	0.05%	284
2017 Q4	$257K	Buy	+10,034	New	+$260K	0.07%	234

Other funds holding VRP

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $241M AUM 14.38% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Global Retirement Partners's VRP Position: Q3 2026 in Review

Global Retirement Partners increased its Invesco Variable Rate Preferred ETF (VRP) stake by 62% in Q3 2026, buying an estimated $468K and bringing the position to 50,737 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #665.

Global Retirement Partners first reported a position in VRP in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.39M in Q4 2025. 236 funds tracked by Wall St. Rank hold VRP as of Q3 2026.

Global Retirement Partners held 50,737 shares of Invesco Variable Rate Preferred ETF worth $1.2M as of Q3 2026.
Global Retirement Partners bought 19,383 Invesco Variable Rate Preferred ETF shares in Q3 2026, an estimated $468K.
Invesco Variable Rate Preferred ETF made up 0.02% of Global Retirement Partners's portfolio in Q3 2026, its #665 holding.
Global Retirement Partners first reported a position in Invesco Variable Rate Preferred ETF in Q4 2017 and has held it in 25 quarters since.
Global Retirement Partners's Invesco Variable Rate Preferred ETF position peaked at $1.39M in Q4 2025.
236 funds tracked by Wall St. Rank held Invesco Variable Rate Preferred ETF as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.